+858.4%
WMT vs EQIX
+249.3%
+609.1%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.2% |
| 7D | -0.2% | +2.3% | -2.6% | -0.4% |
| 30D | -5.8% | +0.4% | -6.3% | -5.9% |
| 3M | -10.8% | -1.1% | -9.7% | -10.8% |
| 6M | -14.3% | +11.5% | -25.8% | -14.8% |
| YTD | -4.4% | +38.2% | -42.6% | -5.9% |
| 1Y | +4.3% | +36.7% | -32.3% | +2.7% |
| 3Y | +100.1% | +44.1% | +56.0% | +96.1% |
| 5Y | +130.8% | +34.8% | +96.0% | +126.1% |
| 10Y | +433.7% | +248.8% | +184.9% | +404.0% |
| All | +858.4% | +249.3% | +609.1% | +766.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EQIX.
Daily Out/Under-Performance
Portfolio return minus EQIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQIX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded EQIX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling